Greentree Wealth Management Limited
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- Edison House, 39a Birmingham Road, Blakedown, Worcestershire, Worcestershire, DY10 3JW
Greentree Wealth Management Limited, based near Birmingham, is a trusted authority in the realm of financial planning. Catering to clients within Worcestershire and beyond, they provide regulated, tailored advice on life investments, retirement advice, and pensions. The firm's FCA registration number, 956993, solidifies its position as a legitimate guide in your financial journey. Greentree offers a client-centric approach, making it particularly appealing to those seeking personalized service. Situated at Edison House on the Birmingham Road, Blakedown, they ensure their strategies align with individual financial goals. Greentree stands out for its professional yet approachable demeanor, making it an excellent choice for first-time investors and seasoned savers alike.
Their team includes 3 financial advisers. Check FCA registration here.
Greentree Wealth Management Limited are approved by the FCA to give advice on:
Directions to Greentree Wealth Management Limited from the Motorway
- From the M5:
- Proceed to Junction 4, then take the A491 exit leading to A38/Birmingham (South West)/Stourbridge.
- Upon reaching Lydiate Ash Interchange, take the first exit onto Sandy Lane/A491.
- At the ensuing roundabout, take the second exit onto Stourbridge Road/A491.
- At the subsequent roundabout, take the second exit onto Kidderminster Road/A456. Continue following A456.
- Take a right turn onto The Avenue. The destination will be on your right.
List of advisers under Greentree Wealth Management Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.